2019 Advanced Estate Planning Institute Tuesday, May 21, 2019 Sheraton Hotel, Columbia, MD 5.5 CLE Credits
8:30 a.m. – 9:00 a.m. Registration and Continental Breakfast 9:00 a.m. – 9:05 a.m. Welcome & Introductions Jeffrey S. Glaser, Esq., Saul Ewing Arnstein & Lehr, LLP 9:05 a.m. –10:40 a.m. A Quartet of Income Tax Issues for the Estate Planning Lawyer Charles A. Borek, Esq., CPA, Of Counsel, Davis, Agnor, Rapaport & Skalny 10:40 a.m. – 10:50 a.m. Break 10:50 a.m. – 11:50 a.m. Nonjudicial Settlement Agreements: How Far is Too Far? Lindsay D’Andrea, Esq., Baker, Donelson, Caldwell & Berkowitz, PC Kelly Preteroti, Esq., Baker, Donelson, Caldwell & Berkowitz, PC 11:50 a.m. – 12:45 p.m. Lunch
12:45 p.m. 12:50 p.m. Estate Planning with BB&T Wealth Mike Thompson, BB&T Wealth Advisor 12:50 p.m. – 1:35 p.m. Legislative Update Danielle Cruttenden, Esq., McNamee, Hosea 1:35 p.m.- 2:35 p.m. Qualified Small Business Stock Liz Stieff, Esq., Venable LLP 2:35 p.m.- 2:45 p.m. Break 2:45 p.m. – 4:00 p.m. Post-Mortem Planning – Elections, Timing and More Richard James, Esq., Bank of America Private Bank 4:00 p.m. Program Adjourns AEPI Planning Committee:
Jeffrey S. Glaser, Esq. - co-Chair
Christia Pritts, Esq. - co-Chair
This program has been generously sponsored by
Unable to attend the live program? The online OnDemand version will be available 6-10 days after the live event. REFUND AND CANCELLATION POLICY MSBA reserves the right to cancel or reschedule any program and will notify registrants at least 24 hours in advance of such cancellation or rescheduling. Full refunds will be made for cancellations received by 12:00 p.m. 2 days before the event. If a refund is requested after the 12:00 p.m. cut-off time, they will be charged a $20 administrative fee. If you register for regular full-day and half-day programs, but do not attend or cancel, you will receive the course materials following the program in full consideration of tuition paid.